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BENEFIT PARTNERS, LLC 401K PLAN 401k Plan overview

Plan NameBENEFIT PARTNERS, LLC 401K PLAN
Plan identification number 001

BENEFIT PARTNERS, LLC 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COOSA VALLEY EQUINE CENTER, PC has sponsored the creation of one or more 401k plans.

Company Name:COOSA VALLEY EQUINE CENTER, PC
Employer identification number (EIN):630940103
NAIC Classification:541940
NAIC Description:Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFIT PARTNERS, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01CJ GUERCIO
0012015-01-01CJ GUERCIO
0012014-01-01JAKE GUERCIO
0012013-01-01JAKE GUERCIO
0012012-01-01JAKE GUERCIO
0012011-01-01JAKE GUERCIO
0012009-01-01JAKE GUERCIO

Financial Data on BENEFIT PARTNERS, LLC 401K PLAN

Measure Date Value
2025 : BENEFIT PARTNERS, LLC 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-11-11489424
Net assets as of the end of the plan year2025-11-110
Total assets as of the beginning of the plan year2025-11-11477819
Value of plan covered by a fidelity bond2025-11-1150920
Participant contributions to plan in this plan year2025-11-110
Other contributions to plan in this plan year2025-11-110
Other income to plan in this plan year2025-11-1111605
Plan net income in this plan year2025-11-11-477819
Net assets as of the end of the plan year2025-11-110
Net assets as of the beginning of the plan year2025-11-11477819
Employer contributions to plan in this plan year2025-11-110
Expensese paid to adminstrative service provicers from plan in this plan year2025-11-113737
Total expenses incurred by plan in this plan year2025-02-208886
Net assets as of the end of the plan year2025-02-20477819
Total assets as of the beginning of the plan year2025-02-20390849
Value of plan covered by a fidelity bond2025-02-2050920
Participant contributions to plan in this plan year2025-02-2015691
Other income to plan in this plan year2025-02-2069073
Plan net income in this plan year2025-02-2086970
Net assets as of the end of the plan year2025-02-20477819
Net assets as of the beginning of the plan year2025-02-20390849
Employer contributions to plan in this plan year2025-02-2011092
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-204402
2024 : BENEFIT PARTNERS, LLC 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-15243623
Net assets as of the end of the plan year2024-10-15390849
Total assets as of the beginning of the plan year2024-10-15509197
Value of plan covered by a fidelity bond2024-10-1550920
Participant contributions to plan in this plan year2024-10-1519249
Other expenses paid from plan in this plan year2024-10-155450
Other income to plan in this plan year2024-10-1591936
Plan net income in this plan year2024-10-15-118348
Net assets as of the end of the plan year2024-10-15390849
Net assets as of the beginning of the plan year2024-10-15509197
Employer contributions to plan in this plan year2024-10-1514090
2022 : BENEFIT PARTNERS, LLC 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-10170442
Net assets as of the end of the plan year2022-10-10573557
Total assets as of the beginning of the plan year2022-10-10608594
Value of plan covered by a fidelity bond2022-10-1060860
Participant contributions to plan in this plan year2022-10-1020244
Value of participant loans at end of plan year2022-10-100
Other expenses paid from plan in this plan year2022-10-105985
Other income to plan in this plan year2022-10-1099531
Plan net income in this plan year2022-10-10-35037
Net assets as of the end of the plan year2022-10-10573557
Net assets as of the beginning of the plan year2022-10-10608594
Employer contributions to plan in this plan year2022-10-1015630
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-100
2016 : BENEFIT PARTNERS, LLC 401K PLAN 2016 401k financial data
Total income from all sources2016-12-31$100,282
Expenses. Total of all expenses incurred2016-12-31$669,216
Benefits paid (including direct rollovers)2016-12-31$669,216
Total plan assets at end of year2016-12-31$358,268
Total plan assets at beginning of year2016-12-31$927,202
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$59,351
Other income received2016-12-31$24,102
Net income (gross income less expenses)2016-12-31$-568,934
Net plan assets at end of year (total assets less liabilities)2016-12-31$358,268
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$927,202
Assets. Value of participant loans2016-12-31$41,451
Total contributions received or receivable from employer(s)2016-12-31$16,829
2015 : BENEFIT PARTNERS, LLC 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$56,484
Expenses. Total of all expenses incurred2015-12-31$30,340
Benefits paid (including direct rollovers)2015-12-31$30,340
Total plan assets at end of year2015-12-31$927,202
Total plan assets at beginning of year2015-12-31$901,058
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$60,132
Other income received2015-12-31$-21,156
Net income (gross income less expenses)2015-12-31$26,144
Net plan assets at end of year (total assets less liabilities)2015-12-31$927,202
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$901,058
Assets. Value of participant loans2015-12-31$50,091
Total contributions received or receivable from employer(s)2015-12-31$17,508
2014 : BENEFIT PARTNERS, LLC 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$120,188
Total plan assets at end of year2014-12-31$901,058
Total plan assets at beginning of year2014-12-31$780,870
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$73,995
Other income received2014-12-31$27,911
Net income (gross income less expenses)2014-12-31$120,188
Net plan assets at end of year (total assets less liabilities)2014-12-31$901,058
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$780,870
Total contributions received or receivable from employer(s)2014-12-31$18,282
2013 : BENEFIT PARTNERS, LLC 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$218,121
Total plan assets at end of year2013-12-31$780,870
Total plan assets at beginning of year2013-12-31$562,749
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$73,040
Other income received2013-12-31$128,202
Net income (gross income less expenses)2013-12-31$218,121
Net plan assets at end of year (total assets less liabilities)2013-12-31$780,870
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$562,749
Total contributions received or receivable from employer(s)2013-12-31$16,879
2012 : BENEFIT PARTNERS, LLC 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$144,868
Expenses. Total of all expenses incurred2012-12-31$100,000
Benefits paid (including direct rollovers)2012-12-31$100,000
Total plan assets at end of year2012-12-31$562,749
Total plan assets at beginning of year2012-12-31$517,881
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$56,467
Other income received2012-12-31$75,836
Net income (gross income less expenses)2012-12-31$44,868
Net plan assets at end of year (total assets less liabilities)2012-12-31$562,749
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$517,881
Total contributions received or receivable from employer(s)2012-12-31$12,565
2011 : BENEFIT PARTNERS, LLC 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$34,781
Expenses. Total of all expenses incurred2011-12-31$10,466
Benefits paid (including direct rollovers)2011-12-31$10,466
Total plan assets at end of year2011-12-31$517,881
Total plan assets at beginning of year2011-12-31$493,566
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$56,869
Other income received2011-12-31$-35,690
Net income (gross income less expenses)2011-12-31$24,315
Net plan assets at end of year (total assets less liabilities)2011-12-31$517,881
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$493,566
Total contributions received or receivable from employer(s)2011-12-31$13,602
2010 : BENEFIT PARTNERS, LLC 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$136,523
Expenses. Total of all expenses incurred2010-12-31$8,219
Benefits paid (including direct rollovers)2010-12-31$7,523
Total plan assets at end of year2010-12-31$493,566
Total plan assets at beginning of year2010-12-31$365,262
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$63,215
Other income received2010-12-31$56,313
Net income (gross income less expenses)2010-12-31$128,304
Net plan assets at end of year (total assets less liabilities)2010-12-31$493,566
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$365,262
Total contributions received or receivable from employer(s)2010-12-31$16,995
Value of certain deemed distributions of participant loans2010-12-31$696

Form 5500 Responses for BENEFIT PARTNERS, LLC 401K PLAN

2016: BENEFIT PARTNERS, LLC 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BENEFIT PARTNERS, LLC 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BENEFIT PARTNERS, LLC 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BENEFIT PARTNERS, LLC 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BENEFIT PARTNERS, LLC 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BENEFIT PARTNERS, LLC 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BENEFIT PARTNERS, LLC 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number15770
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number15770
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number15770
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number15770
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number15770
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number15770
Policy instance 1

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